Einride bets $38M on EV charging as it scales electric trucking
THE SO WHAT
Einride spending $38M in stock on Flipturn shows that for electric trucking, charging networks are as strategic as the trucks themselves. If you’re electrifying fleets, you should be treating charging software and infrastructure as core assets, not outsourced utilities.
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Deep & Emerging TechSuper Micro says Q4 orders have topped $60B and expects gross margins of 15% to 17%, up from its prior forecast of 8.2% to 8.4%; SMCI jumps 13%+ after hours
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A $300M raise to scale silicon-carbon anode production for 100,000+ EVs says the bottleneck is materials, not just vehicle demand. OEMs and fleet operators should be locking in next-gen cell supply now rather than assuming today’s lithium-ion chemistry and pricing will hold.